Leverage Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Rate $300 Billing Increments $75 Per 15 Minutes All one-time limited engagement fees may be paid either by check, ACH transfer, or through a secure third-party payment electronic payment processor.”

Flat or project fee

$2,500⁠-⁠$5,000

“Initial Plan Setup and Administration fees typically range from $2,500 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Leverage Financial Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “While these are our standard rates, all fees are negotiable based on the complexity of the client's financial situation.”
• “Advisory fees are calculated as an annual percentage of assets under management, pro-rated for partial periods, and are billed quarterly in arrears.”
• “Fees are withdrawn directly from the client's accounts with the client's written authorization or may be invoiced and billed directly to the client every quarter.”

How Leverage Financial Advisory’s fees compare

• Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Massachusetts median of $4,750. 42% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Leverage Financial Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

46

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$17,297,366

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299507

Website

leverageadvisory.com (opens in new tab)

Phone

(617) 356-1852

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts